Credit Union CRM Software

Credit Union CRM software helps organizations manage and track interactions with their current and potential leads.

 

Credit Union CRM software helps organizations manage and track interactions with their current and potential leads. Credit union CRM allows credit unions to:

  • Manage all clients information, including transaction history and personal details
  • Capture, track and manage potential leads
  • Manage different types of loans such as auto loans and personal loans
  • Automate repetitive tasks like sending transaction alerts and payment due reminders.

To be categorized as credit union CRM software, a product must:

  • Be specifically designed to meet the unique needs of credit unions
  • Track and manage all member information
  • Automate routine tasks such as sending account statements
  • Integrate with systems used by the credit union.
If you’d like to learn about the ecosystem consisting of Credit Union CRM Software and others, feel free to check AIMultiple Financial Services.

Compare Best Credit Union CRM Software

Results: 9

AIMultiple is data driven. Evaluate 9 services based on comprehensive, transparent and objective AIMultiple scores.
For any of our scores, click the information icon to learn how it is calculated based on objective data.

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What are our data sources?

We use the data sources on the side for ranking solutions and awarding badges in credit union crm software category. Our data sources in credit union crm software category include;

4

review websites

2

social media websites

1

search engine data for branded queries

Credit Union CRM Software Leaders

According to the weighted combination of 7 data sources

SugarCRM

Creatio

LeadSquared

CRMNEXT

Doxim CRM

What are Credit Union CRM Software market leaders?

Taking into account the latest metrics outlined below, these are the current credit union crm software market leaders. Market leaders are not the overall leaders since market leadership doesn’t take into account growth rate.

SugarCRM

Creatio

LeadSquared

CRMNEXT

Doxim CRM

What are the most popular Credit Union CRM Software?

What are the most searched credit union crm software brands?

Searches with Brand Name

These are the number of queries on search engines which include the brand name of the solution. Compared to other Financial Services categories, Credit Union CRM Software is more concentrated in terms of top 3 companies’ share of search queries. Top 3 companies receive 99%, 20% more than the average of search queries in this area.

What are the most mature Credit Union CRM Software?

Which credit union crm software companies have the most employees?

371 employees work for a typical company in this solution category which is 350 more than the number of employees for a typical company in the average solution category.

In most cases, companies need at least 10 employees to serve other businesses with a proven tech product or service. 4 companies with >10 employees are offering credit union crm software. Top 3 products are developed by companies with a total of 1k employees. The largest company building credit union crm software is SugarCRM with more than 500 employees.

SugarCRM
Doxim
Creatio
LeadSquared

What are the Credit Union CRM Software growing their number of reviews fastest?


We have analyzed reviews published in the last months. These were published in 4 review platforms as well as vendor websites where the vendor had provided a testimonial from a client whom we could connect to a real person.

These solutions have the best combination of high ratings from reviews and number of reviews when we take into account all their recent reviews.

What is the average customer size?

According to customer reviews, most common company size for credit union crm software customers is 51-1,000 employees. Customers with 51-1,000 employees make up 42% of credit union crm software customers. For an average Financial Services solution, customers with 51-1,000 employees make up 41% of total customers.

Overall
Customer Service
Ease of Use
Likelihood to Recommend
Value For Money

Customer Evaluation

These scores are the average scores collected from customer reviews for all Credit Union CRM Software. Credit Union CRM Software is most positively evaluated in terms of "Customer Service" but falls behind in "Likelihood to Recommend".